Learn how to become your own banker by taking control of your finances!

Become Your Own Banker
Business Owners Presentations

Wed. at 12-1pm
Southern Financial and Insurance Services
1715 S Bascom Ave, Ste 101, Campbell, CA 95008

  • Learn how to become your own banker by taking control of your finances!
  • Eliminate your reliance on traditional financial institutions. 
  • Get access to the capital you need, allowing you to grow your business 25-50% every year. 
  • Build personal wealth through collateralizing your expenses. 
  • Recapture the cost of running your business.

Based upon the concepts and strategies outlined in the bestselling book ‘Becoming your own banker,’ by R. Nelson Nash.


Most people know next to nothing about the process of banking and its importance to their lives and financial well-being.” – R. Nelson Nash

 Contrary to what most people believe, there is only one pool of money in the world. Like water, it flows freely, changing hands often. What does a bank do? A bank is simply an intermediary for the transfer of money. Money does not accumulate in a bank. It is continuously used and re-used, turned for a profit. Banks gladly give their depositors a small rate of return for the use and control of their money because those banks know that they will make much more using that money than the depositors will earn from the bank. It’s important to remember that a bank does not loan ITS money. It loans their depositors’ money! 

The Infinite Banking Concept (IBC) is a system that enables you to do just that  – Become Your Own Banker!

The Infinite Banking Concept System for Businesses

The importance of working capital amongst small and large businesses alike cannot be understated. From petty cash to payroll, money is constantly flowing through the business. When a business owner employs the benefits of the IBC, their dependence upon financial institutions for working capital instantly declines. Using your own personal banking system we will show you how to grow your business by 25-50% annually, as well as recapture the expenses flowing through the business. And there’s an added bonus – the IRS allows the interest to be deducted on legitimate business loans, which you finance from your own bank!

Here are just a few examples of business expenses that
can be financed with your own IBC system:

  •  Equipment for your Business 
  • Business Supplies 
  • Employee Retirement Plan 
  • Finance Your Payroll 
  • Employee Health & Wellness Plan 
  • Company Retreats/Business Meetings 
  • Corporate Vehicles 
  • Your Lease / Building Space 
  • Corporate Housing & Travel Expenses 
  • Business Loans
  • Add Fringe Benefits to Attract Key Personnel
  • Business Acquisitions & Mergers
  • Produce a Tax-Free Stream of Income at Retirement
  • In fact, most if not all of your business expenses can be recaptured and collateralized!
Learn more about how the Infinite Banking Concept
can benefit your business at our next presentation



Southern Financial provides Insurance, Investments and Retirement Planning.


To Assist our Clients with Insurance, Investments, and Retirement Planning, To and Through Retirement! To Use our Independent Status to Provide Personalized Insurance, Investments, and Retirement Planning for each and every Client!


With so many of life’s milestones depending on your financial security, it is difficult to know which type of investment will work best for your individual needs. At Southern Financial we can help you work towards achieving your financial goals through individually personalized Insurance, Investment, and Retirement Planning. Our Goal is to offer some of the best possible assistance and trustworthy service to you and your objectives. We work with each client to design unique programs to fit individual needs, from basic financial planning to long-term investments and insurance. We recommend personalized account review and assessment every six months.

Learn how to become your own banker by taking control of your finances! Eliminate your reliance on traditional financial institutions.


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